9258 Wealth Management’s American Tower AMT Stock Holding History

9258 Wealth Management’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,050	Closed	-$204K	–	324
2023 Q2	$204K	Buy	1,050 +13	+1%	+$2.54K	0.04%	304
2023 Q1	$212K	Buy	+1,037	New	+$218K	0.04%	299
2022 Q4	–	Sell	-1,681	Closed	-$361K	–	326
2022 Q3	$361K	Sell	1,681 -203	-11%	-$52.2K	0.09%	210
2022 Q2	$481K	Buy	1,884 +127	+7%	+$31.9K	0.12%	178
2022 Q1	$441K	Sell	1,757 -160	-8%	-$39K	0.1%	212
2021 Q4	$561K	Buy	1,917 +134	+8%	+$36.6K	0.13%	173
2021 Q3	$473K	Buy	1,783 +119	+7%	+$33.9K	0.13%	182
2021 Q2	$450K	Buy	1,664 +322	+24%	+$82.1K	0.12%	189
2021 Q1	$321K	Buy	1,342 +400	+42%	+$89.1K	0.1%	229
2020 Q4	$211K	Buy	+942	New	+$219K	0.07%	281
2020 Q3	–	Sell	-777	Closed	-$201K	–	299
2020 Q2	$201K	Buy	+777	New	+$192K	0.08%	256

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return